Approval Checklist

Refer to the workflow checklist before approving requests on RazorpayX Payroll.


Before you approve requests on the

, refer to the following checklist to understand what an approver must review in the request.


For Edit Payroll

Verify the following as an approver when you receive requests for

actions:

  • Employee name and employee id
  • Payroll month
  • New Additions and the amount added
  • Previous Additions and the amount added
  • New Deductions amount calculated from
  • Previous Deductions amount calculated from
  • New Arrears amount
  • Previous Arrears amount

When you reject a request, the employee's salary remains unchanged. This is not applicable to

or employees' salaries.

For Finalise Payroll

Verify the following as an approver when you receive requests for

actions:

  • Payroll month
  • Number of employees whose payroll is finalised
  • Number of employees whose payroll is skipped

You can check the details in the Salary Register linked on the Dashboard.

For Contractor Payments

Verify the following as an approver when you receive requests for

:

  • Contractor name and contractor id
  • Repeat payment
  • Amount
  • Payment purpose
  • Tax
  • Invoice date
  • Payment date
  • Remarks

When you approve contractor payment requests, you can view the finalised payments under ADMIN OPTIONSPay Employees on the Dashboard → Pay ContractorsPayments page where you can pay your contractors.

For Salary Revision

Verify the following as an approver when you receive requests for

:

  • Employee name and employee id
  • Effective date
  • Old CTC
  • New CTC
  • Arrears
  • Variable pay

If you use a

, check the following:

  • Basic Salary
  • Dearness Allowance
  • HRA
  • LTA
  • Special Allowance
  • PF contribution
  • ESI contribution
  • Total Custom Allowances

After you approve any Salary Revision request, we email that employee's manager about the revision. You can also withdraw the request if the revision is no longer applicable.

For Bonus

Verify the following as an approver when you receive requests for providing Bonuses:

  • Employee name and employee id
  • Bonus Name
  • Bonus amount
  • Bonus status
  • Payout month
  • Bonus part of CTC
  • Clawback months

After you approve any bonus request, we email that employee's manager about the bonus. You can also withdraw the request if the bonus is no longer applicable. The bonus is paid in the monthly payroll.

For Advance Salary

Verify the following as an approver when you receive requests for

:

  • Employee name and employee id
  • Amount
  • EMI
  • Reason

When you approve the Advance Salary requests, you can view the finalised payments under ADMIN OPTIONSPay Employees on the Dashboard → Advance SalaryPENDING REQUESTSPending Payments table. You can also withdraw the request if the Advance Salary is no longer applicable.

For Loans

Verify the following as an approver when you receive requests for providing Loans:

  • Employee name and employee id
  • Loan Name
  • Loan amount
  • Interest type
  • Interest rate
  • Perquisite rate
  • EMI amount
  • Repayment months
  • EMI deduction start month

When you approve the loan requests, you can view the finalised payments under ADMIN OPTIONSPay Employees on the Dashboard → LoansPENDING LOANSPending Loan Payments table. You can also withdraw the request if the loan is no longer required.

For One-time Payments

Verify the following as an approver when you receive requests for

:

  • Employee name and employee id
  • Total Amount
  • Type of payment
  • Taxable

When you approve the One-time payment requests, you can view the finalised payments under ADMIN OPTIONSPay Employees on the Dashboard → One-time Payment → Employees to be paid table. You can also withdraw the request if the payment is no longer applicable.


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